Senior Product Manager, Agentic Products

Advisor360° • Needham, MA

1d • Remote

About The Position

Advisor360° is seeking a Senior Product Manager to own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows, including intelligent onboarding, client servicing, and compliance. This role involves defining new AI product concepts from discovery through launch and iteration, translating advisor needs into product requirements, and managing quality and release decisions. The position also requires customer discovery, go-to-market strategy development, and cross-functional leadership to align AI Engineering, Data Science, Design, and business teams. The ideal candidate will have a deep understanding of advisor needs and firm-level goals, a strong technical background, and the ability to drive alignment across diverse teams.

Requirements

• 7+ years of product management experience, with a track record of delivering AI-powered or technically complex B2B products, ideally including experience taking a product from 0 to 1.
• Deep customer empathy and strong product discovery instincts. You have spent real time with users, and you know how to translate what you learn into products that work.
• Strong enough technically to work productively with AI Engineering and Data Science teams. You understand how ML, LLMs, RAG, and agentic systems work enough to make good product tradeoffs.
• Experience defining quality criteria, success metrics, and release standards for products where "correctness" is not binary; you are comfortable with probabilistic systems and know how to set the bar.
• Proven ability to drive alignment across engineering, design, data science, and go-to-market teams without positional authority.
• Clear, precise communicator who can translate between engineering depth and executive context.
• Data-fluent: comfortable with SQL, BI tooling, and using quantitative evidence to make product decisions.

Nice To Haves

• Experience in financial services, wealth management, or another highly regulated industry (fintech, healthcare, legal tech) where compliance and trust serve as design constraints, not afterthoughts.
• Experience launching AI-powered products to enterprise customers; you understand the adoption curve and the trust gap.
• Strong understanding of the wealth management value chain: advisor workflows, BD/RIA dynamics, firm-level economics.
• Experience with pricing, packaging, or commercialization of AI/SaaS capabilities.

Responsibilities

• Own the product strategy, roadmap, and delivery of agent-powered products across advisor workflows: intelligent onboarding, client servicing, compliance, and emerging use cases.
• Define new AI product concepts from 0 to 1, taking them from discovery through launch and iteration with a bias toward rapid experimentation.
• Translate advisor needs and firm-level goals into product requirements that AI Engineering and Design can execute against.
• Own quality and release decisions for your products; define what "good" means for end users and hold the bar on what ships.
• Define experiments and measure outcomes using data and KPIs to validate product-market fit, assess feature success, and surface opportunities for improvement.
• Deeply understand the needs of advisors working in BDs and RIAs through customer interviews, usability testing, and data analysis, ensuring each product genuinely boosts advisor and firm efficiency.
• Lead product launches in partnership with sales, marketing, training, and customer success, with a strong focus on measurable adoption and business impact.
• Manage projects from concept to launch, including continuous product discovery, rapid prototyping, writing technical requirements, and conducting user testing to ensure high-quality outcomes.
• Develop and validate pricing, packaging, and positioning for AI capabilities in collaboration with go-to-market teams.
• Partner closely with PMs across the business to ensure product needs show up in platform and data roadmaps; you are their most important internal customer.
• Collaborate with Compliance and Legal to ensure AI behavior stays predictable, explainable, and appropriate for regulated use cases.
• Foster an empowered, outcome-focused team culture where cross-functional teams have the autonomy and tools to make key product decisions.
• Guide and mentor other Product Managers on best practices, including PSVs, PRFAQs, and WBRs; act as a thought leader for AI product innovation within Advisor360°.

Benefits

• Bonus & equity
• Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.
• Leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available.
• The salary, other forms of compensation, and benefits information is accurate as of the date of this posting.
• Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
• All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
• Advisor360 will not tolerate discrimination or harassment based on any of these characteristics.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed